401(k) · DOL Form 5500 · 2023

Cfp, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
36th
Percentile by assets National rank
$449,847
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cfp, Inc. Salary Reduction Profit Sharing Plan · Sponsored by Cfp, Inc. · Oregon · Other Services

$3M in assets, 7 participants

Cfp, Inc.'s Cfp, Inc. Salary Reduction Profit Sharing Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 36th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,718 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Cfp, Inc. Salary Reduction Profit Sharing Plan ranks #4,718 of 7,857 2023 filers by assets (637% of the sector average)-$3M for 7 participants.

#4,718
in Other Services (7,857 peers)
-42.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cfp, Inc. Salary Reduction Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Cfp, Inc. Salary Reduction Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,148,928 36th percentile higher than 36% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cfp, Inc. Salary Reduction Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cfp, Inc. Salary Reduction Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfp, Inc. Salary Reduction Profit Sharing Plan reported net income fell from -$933K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Cfp, Inc. Salary Reduction Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Cfp, Inc. Salary Reduction Profit Sharing Plan reported participants fell from 9 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930572310 · Cfp, Inc. PY 2023 · 401(k)

Cfp, Inc. Salary Reduction Profit Sharing Plan · $3M · 7 · 36th

  • ASSETS $3M
  • ASSETS 7
  • ASSETS 36th
  • ASSETS 401(k)
  • ASSETS near Joseph C. Cheng, M.D. 401(k) Plan
  • ASSETS ind #4718

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Oregon →

Cfp, Inc. Salary Reduction Profit Sharing Plan in the asset neighbourhood

Cfp, Inc. Salary Reduction Profit Sharing PlanCfp, Inc. Salary Reduction P…$3MJoseph C. Cheng, M.D. 401(k) PlanJoseph C. Cheng, M.D. 401(k)…$3MEast Gate Educational, Inc. Retirement PlanEast Gate Educational, Inc. …$3MTime Trak Systems, Inc. 401(k) Retirement PlanTime Trak Systems, Inc. 401(…$3MCapitol Fire Sprinkler Co., Inc. 401(k) PlanCapitol Fire Sprinkler Co., …$3M
End-of-year total assets ($M) among Cfp, Inc. Salary Reduction Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$2M
Employer EIN930572310
Plan Effective Date1969-12-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Cfp, Inc.)

Sponsor-wide plan assets over time

All Cfp, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 40.085157045473444% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $5.45M $3.26M ▼ -40.2%
Year Plans Participants Total Assets
2022 1 9 $5M
2023 2 18 $9M
2024 1 5 $3M

Nearby 401(k) Plans in Oregon

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cfp, Inc. Salary Reduction Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Cfp, Inc. Salary Reduction Profit Sharing Plan, Total assets ($B): 0.003148928 · Participants: 7Cfp, Inc. Salary Reduction Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Cfp, Inc. Salary Reduction Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Cfp, Inc. Salary Reduction Profit Sharing Plan side-by-side with 3 peers →

Cfp, Inc. Salary Reduction Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Joseph C. Cheng, M.D. 401(k) Plan in CA ($3M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cfp, Inc. Salary Reduction Profit Sharing Plan assets move in 2023? ▼
Cfp, Inc. Salary Reduction Profit Sharing Plan contracted severely - down 42.2% during 2023, from $5M to $3M. Reported net income was -$2M.
How have Cfp, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfp, Inc.'s sponsor-wide assets declined 40.1%, from $5M to $3M.
Which 401(k) plans are similar in size to Cfp, Inc. Salary Reduction Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Joseph C. Cheng, M.D. 401(k) Plan in CA ($3M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Cfp, Inc. Salary Reduction Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 930572310.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.